Yeah, makes no sense at all to me - seems like they've gotten a whole lot out of current tech, and the throttling of data seems to be on the wane as carriers are now touting increased data limits, which seems like a bit of a 'market share war'.  I am tempted on INFN, given the size of the insider buys. But given that the market has the attention span of a guppy, in a couple of days a downside buying opp may be there, esp. if the market cotinues to freak out when the weather vane of China's growth, oil's price, and the strength or weakness of the dollar swings in a 'wrong' direction.